CII Diploma in Regulated Financial Planning

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Bespoke Training Solutions

We are specialists in supporting individuals through the
CII Diploma in Regulated Financial Planning and the CII advanced exams.

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Insurance Exam Study Support

BTS Insurance focused products, offering our famous BTS support to individuals studying towards their CII Insurnce qualifications.

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Careers Zone

Articles, Webinars, Exam News, Forums, Study Plans and more...

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Advice Skills

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.

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R0 Exam Toolkits

The BTS R0 Exam Toolkits have been designed to guide you through all 6 R0 units, helping you to achieve your CII Diploma in Regulated Financial Planning.

R01

Financial Services, Regulation and Ethics

R02

Investment Principles and Risk

R03

Personal Taxation

R04

Pensions and Retirement Planning

R05

Financial Protection

R06

Financial Planning Practice

FREE SAMPLE PACKS

To help you choose the support that's right for you, we've put together a pack of FREE samples for each unit, allowing you to try out some of the different BTS support options.

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AF Exam Study Toolkits

The BTS AF Exam Toolkits have been designed to help you to achieve credits towards the Level 6 Advanced Diploma in Financial Planning.

AF1

Personal Tax and Trust Planning

AF4

Investment Planning

AF5

Financial Planning Process

AF7

Pension Transfers

AF8

Retirement Income Planning

CF1, CF6, CF8, ER1, FA2 and J0 Exam Toolkits

The BTS CF1, CF6, ER1 and J0 Exam Toolkits have been designed to guide you through the CII exam units to help you achieve your next qualification.

CF1

Financial Services, Regulation and Ethics

CF6

Mortgage Advice

CF8

Long Term Care Insurance

ER1

Equity Release

FA2

Pensions Administration

J02

Trusts

J05

Pension Income Options

J10

Discretionary Investment Management

J12

Securities Advice and Dealing

Soft Skills & CPD Toolkits

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.

Soft Skills

Advice Skills

Insurance Exams

M05

Insurance Law

IF1

Insurance, Legal and Regulatory

Forums

Chat to others studying the same exam

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Study Plans

Get off to a great start with a study plan

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Webinars

Find out more about exams

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Upcoming Workshops

2 hours

EVENT TICKET – M92: Chapters 9 and 10 | 23rd December 2025

£53.33 (£64.00 inc. VAT)

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 9 and 10, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.

Event Starts on: 23 December 2025

8 Seats left

2 hours

EVENT TICKET – M92: Chapters 9 and 10 | 19th December 2025

£53.33 (£64.00 inc. VAT)

Event Starts on: 19 December 2025

6 Seats left

2 hours

EVENT TICKET – M92: Chapters 6 and 7 | 18th December 2025

£53.33 (£64.00 inc. VAT)

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 6 and 7, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.

Event Starts on: 18 December 2025

12 Seats left

2 hours

EVENT TICKET – M92: Chapters 6 and 7 | 16th December 2025

£53.33 (£64.00 inc. VAT)

Event Starts on: 16 December 2025

8 Seats left

2 hours

EVENT TICKET – M92: Chapters 4, 5 and 8 | 11th December 2025

£53.33 (£64.00 inc. VAT)

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 4, 5 and 8, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.

Event Starts on: 11 December 2025

9 Seats left

2 hours

EVENT TICKET – M92: Chapters 1, 2 and 3 | 4th December 2025

£53.33 (£64.00 inc. VAT)

Get yourself prepared for exam success with our bitesize revision workshop! Our CII Tutors will cover the key technical content from chapters 1, 2 and 3, clarify complex topics with examples and discussion, and test your understanding using CII exam-style questions.

Event Starts on: 4 December 2025

10 Seats left

20 Years of Expertise:

Why you can trust Bespoke Training Solutions to further your success…

BTS are ‘The Exam Experts’ for the CII papers. We specialise in supporting individuals through the CII Diploma in Financial Planning, more commonly known as the R0 exams.

We also support some of the advanced papers, known as the AF exams. With 20 years’ experience, our unique STEP approach has helped thousands of trainee advisers, paraplanners, administrators and managers achieve a first-time exam pass.

Follow us on Social Media @BespokeTrainingSolutions

Registered Office: 3rd Floor, 20 Gracechurch Street, London, EC3V 0BG

Registered in England | Company No. 09063924

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BTS is a team of highly-qualified and experienced financial advisers, trainers and programme managers led by Luiza Todd and Jeff Scholes.

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BTS is a team of highly-qualified and experienced financial advisers, trainers and programme managers led by Luiza Todd and Jeff Scholes.

Welcome to Bespoke Training Solutions

Autumn Budget 2025 Updates

Insurance Exam Study Support

Careers Zone

Advice Skills

R0 Exam Toolkits

The BTS R0 Exam Toolkits have been designed to guide you through all 6 R0 units, helping you to achieve your CII Diploma in Regulated Financial Planning.

R01

R02

R03

R04

R05

R06

FREE SAMPLE PACKS

AF Exam Study Toolkits

The BTS AF Exam Toolkits have been designed to help you to achieve credits towards the Level 6 Advanced Diploma in Financial Planning.

AF1

AF4

AF5

AF7

AF8

CF1, CF6, CF8, ER1, FA2 and J0 Exam Toolkits

The BTS CF1, CF6, ER1 and J0 Exam Toolkits have been designed to guide you through the CII exam units to help you achieve your next qualification.

CF1

CF6

CF8

ER1

FA2

J02

J05

J10

J12

Soft Skills & CPD Toolkits

The BTS Soft Skills and CPD Toolkits have been designed to support your professional development.

Soft Skills

Insurance Exams

M05

IF1

Forums

Study Plans

Webinars

Upcoming Workshops

EVENT TICKET – M92: Chapters 9 and 10 | 23rd December 2025

£53.33 (£64.00 inc. VAT)

8 Seats left

EVENT TICKET – M92: Chapters 9 and 10 | 19th December 2025

£53.33 (£64.00 inc. VAT)

6 Seats left

EVENT TICKET – M92: Chapters 6 and 7 | 18th December 2025

£53.33 (£64.00 inc. VAT)

12 Seats left

EVENT TICKET – M92: Chapters 6 and 7 | 16th December 2025

£53.33 (£64.00 inc. VAT)

8 Seats left

EVENT TICKET – M92: Chapters 4, 5 and 8 | 11th December 2025

£53.33 (£64.00 inc. VAT)

9 Seats left

EVENT TICKET – M92: Chapters 1, 2 and 3 | 4th December 2025

£53.33 (£64.00 inc. VAT)

10 Seats left

20 Years of Expertise:

Why you can trust Bespoke Training Solutions to further your success…

Follow us on Social Media @BespokeTrainingSolutions

Registered Office: 3rd Floor, 20 Gracechurch Street, London, EC3V 0BG

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Bespoke Training Solutions